TechFlow Intelligence Brief: AMD’s AI Director Publicly Criticizes Claude Code for “Getting Dumber and Lazier”; CLARITY Act May Be Signed This Month, Impacting Stablecoin Yields techflowpost.com
TechFlow Intelligence Brief: AMD’s AI Director Publicly Criticizes Claude Code for “Getting Dumber and Lazier”; CLARITY Act May Be Signed This Month, Impacting Stablecoin Yields techflowpost.com
Traders risk being wrongfooted by bets that major central banks will move in unison to respond to the threat of prolonged war in Iran, according to Bhanu Baweja , chief strategist at UBS Group AG. “The markets are pricing this like it was 2022 where you price up all central banks together — it’s a very different situation,” Baweja said in an interview with Bloomberg TV. A more “asymmetric” scenari...
Traders risk being wrongfooted by bets that major central banks will move in unison to respond to the threat of prolonged war in Iran, according to Bhanu Baweja , chief strategist at UBS Group AG. “The markets are pricing this like it was 2022 where you price up all central banks together — it’s a very different situation,” Baweja said in an interview with Bloomberg TV. A more “asymmetric” scenario is more likely, where the European Central Bank, the Federal Reserve and Bank of England respond in different ways, Baweja said. Treasuries and gilts especially reflect unrealistic expectations that inflationary pressures will goad central banks into another 2022-style rate-hiking cycle, according to the strategist. Markets have ramped up bets on interest rate increases across major economies since the outbreak of war in late February, driving up government bond yields. Investors willing to bet against the prevailing wisdom can reap value from short-dated debt where yields have risen the fastest, Baweja argued. The disruption to fuel markets is more likely to weaken economies and keep central banks from delivering rate increases that would further slow growth. “In the fixed income markets, in the front end, there is value being created, particularly in the UK, particularly in the US,” Baweja said. European bonds fell Tuesday, with shorter maturities leading the drop as money markets added to tightening wagers . The two-year German yield rose six basis points to 2.68%. US bonds slipped across maturities. Markets balanced signs that tensions may ease in the Middle East alongside President Donald Trump’s threats to escalate attacks on Iranian infrastructure if a deal isn’t reached by his deadline of Tuesday 8 p.m. Eastern Time. In a scenario where the war is quickly resolved, bonds are still in a strong position, according to Baweja. “If things go well then fixed income, especially the front end, will do much better than it would do badly if things go south,” he said.
The United States market has experienced a robust performance recently, climbing 4.4% in the last week and rising 32% over the past year, with earnings forecasted to grow by 16% annually. In this thriving environment, stocks with high insider ownership can be particularly appealing as they often signal confidence from those closest to the company’s operations and potential for sustained growth.
The United States market has experienced a robust performance recently, climbing 4.4% in the last week and rising 32% over the past year, with earnings forecasted to grow by 16% annually. In this thriving environment, stocks with high insider ownership can be particularly appealing as they often signal confidence from those closest to the company’s operations and potential for sustained growth.
Justin Sullivan/Getty Images News Deere ( DE ) said late Monday it reached a settlement agreement to resolve pending multidistrict "right to repair" litigation that claims some manufacturers limit competition by controlling access to repair tools and software. As part of the settlement, Deere ( DE ) said it will deposit funds into a class settlement fund that covers eligible plaintiffs who paid ...
Justin Sullivan/Getty Images News Deere ( DE ) said late Monday it reached a settlement agreement to resolve pending multidistrict "right to repair" litigation that claims some manufacturers limit competition by controlling access to repair tools and software. As part of the settlement, Deere ( DE ) said it will deposit funds into a class settlement fund that covers eligible plaintiffs who paid Deere's authorized dealers for repairs to large agricultural equipment from January 2018, according to a document filed Monday in the federal court in the U.S. District Court for the Northern District of Illinois. Deere ( DE ) agreed to pay $99M into the settlement fund, according to Reuters. In the settlement, Deere ( DE ) also agreed to support customers and other service providers with access to repair resources, including tools, manuals, and diagnostic software. "This settlement addresses the issues raised in the 2022 complaint and brings this case to an end with no finding of wrongdoing," the company said. The proposed accord remains subject to court approval. More on Deere Deere Is Finally Receiving Winds Of Change Deere: Fertilizer Prices Could Be The Straw That Breaks The Camel's Back Deere & Company: Outrunning Broader Markets, Shares Fairly Valued
Smile/DigitalVision via Getty Images Co-authored with Beyond Saving The volatility of a public market where share prices are moving every day in reaction to often irrelevant news items should be an unmitigated positive for investors. Yet so often, it isn't. Investing has become "gamified," with many investors approaching the market like a game where they have to watch and push the buy or sell butt...
Smile/DigitalVision via Getty Images Co-authored with Beyond Saving The volatility of a public market where share prices are moving every day in reaction to often irrelevant news items should be an unmitigated positive for investors. Yet so often, it isn't. Investing has become "gamified," with many investors approaching the market like a game where they have to watch and push the buy or sell button at the right time. They don't view themselves as investing in companies or the success of a sector. Instead, they are placing a wager that the price will go up within a certain amount of time. If it doesn't go up, then they "lost." In my opinion, that is a very unhealthy way to invest. It often leads to frequent trading, where the fundamentals of the companies don't really matter. It's just a ticker, and the price is changing. It doesn't matter whether the ticker represents a profitable business or a meme coin that was invented just for laughs. Investors are just looking to buy and click the sell button before the price goes down. My investment strategy is to invest in businesses that do something that produces a profit. They aren't random tickers trading at random prices. They are businesses where people go to work every day, do something to produce value, and generate a profit. A portion of that profit is shared with me through dividends. The trading price fluctuates, but the reality of the underlying business is based on macroeconomic factors that impact their profitability, not the whims of the market. Let's take a look at two ways you can invest in companies that are producing tangible results. Pick #1: ARCC – Yield 10.6% Ares Capital ( ARCC ) is a business development company, or BDC. It is one of the oldest holdings in our HDO Model Portfolio and has been a mainstay that we have talked about a lot over the years. It's also down 25% from 52-week highs. SA with YCharts If you read the comments on articles talking about BDCs and the alleged dangers of "private credit...
Yanleth Rivera A field report from Citrini Research Analyst #3 reveals that the Strait of Hormuz is neither fully closed nor openly accessible, but has transitioned into a managed checkpoint system under Iranian control -- a finding that challenges the binary “open vs. closed” framework dominating market analysis. The research, based on direct observation from the waterway during active hostilitie...
Yanleth Rivera A field report from Citrini Research Analyst #3 reveals that the Strait of Hormuz is neither fully closed nor openly accessible, but has transitioned into a managed checkpoint system under Iranian control -- a finding that challenges the binary “open vs. closed” framework dominating market analysis. The research, based on direct observation from the waterway during active hostilities, found that Iran has established a functional toll system routing approved traffic through the Qeshm-Larak Channel. Ships seeking passage must submit detailed information -- including ownership structure, flag, cargo, and crew composition -- to Iranian intermediaries and receive IRGC clearance before transit. “No vessel has used the traditional shipping lanes since mid-March,” Analyst #3 said, noting that the mechanics work through a combination of cash payments, cryptocurrency, and -- more commonly than reported -- diplomatic arrangements involving the unfreezing of Iranian assets held in foreign accounts. Manual vessel counts from the strait documented at least 15 ships crossing on April 2 alone, a significant uptick from the 2-5 daily transits reported in the weeks prior. This ground-truth data contradicts official AIS tracking, which the researchers found was missing roughly half of actual traffic due to “dark transits” with transponders disabled. Perhaps most notable was the observation of a Greek Dynacom tanker “running full speed through the center of Hormuz while drones flew overhead and everyone else hides along the edges” -- suggesting the strait is not mined in a way that prevents all passage, and that bespoke arrangements are being honored. The research identifies a key enforcement signal: no ship with IRGC clearance has been struck. Iranian drones appear to target only vessels that refuse to comply with the new rules of passage. The list of nations securing transit approval is expanding rapidly. By early April, China, Russia, India, Iraq, Pakistan, Malaysia, ...
The compute capacity, drawing on Google's tensor processing units, is set to come online in 2027 as Anthropic's run-rate revenue has more than tripled since late 2025
The compute capacity, drawing on Google's tensor processing units, is set to come online in 2027 as Anthropic's run-rate revenue has more than tripled since late 2025
Aria Networks said on Tuesday it has raised $125 million in its first series funding round, as the startup seeks to develop its AI networking infrastructure to meet the soaring demand for capacity amid the rapid adoption of artificial intelligence. Aria's network is designed to work with any AI chip on the market, including those from Nvidia and Google, giving companies the flexibility to upgra...
Aria Networks said on Tuesday it has raised $125 million in its first series funding round, as the startup seeks to develop its AI networking infrastructure to meet the soaring demand for capacity amid the rapid adoption of artificial intelligence. Aria's network is designed to work with any AI chip on the market, including those from Nvidia and Google, giving companies the flexibility to upgrade or switch hardware over time without overhauling their entire network infrastructure. Founded in 2025, Aria Networks is backed by Sutter Hill Ventures, Atreides Management, Valor Equity Partners, and Eclipse Ventures.